iShares MSCI USA Min Vol Factor ETF
USMV
114 hedge funds and large institutions have $1.14B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 30
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
5% more capital invested
Capital invested by funds: $1.08B → $1.14B (+$58.2M)
3% more funds holding
Funds holding: 111 → 114 (+3)
0.92% less ownership
Funds ownership: 40.86% → 39.94% (-0.92%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$20.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18.3M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$12.5M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$9.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$26.5M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$11.9M |
| 3 |
BlackRock
New York
|
-$8.16M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$5.12M |
| 5 |
ICM
ICC Capital Management
Orlando,
Florida
|
-$4.47M |
USMV Hedge Fund Activity: Q3 2014 in Review
114 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2014, worth a combined $1.14B — up 5.4% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new USMV positions and 13 closed out — a net gain of 3 holders — while 49 added to existing stakes and 30 trimmed.
The largest buyer was Choate Investment Advisors, adding an estimated $20.2M. The largest seller was 3D Asset Management, cutting an estimated $26.5M.
- 114 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2014, up from 111 in Q2 2014.
- Funds reported $1.14B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2014, up 5.4% quarter-over-quarter.
- 16 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2014 and 13 closed out, a net change of +3 holders.
- The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2014 was Choate Investment Advisors, an estimated $20.2M added.
- The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2014 was 3D Asset Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q3 2014.